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Taiwan Semiconductor Co. (5425 TT)
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72
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Information Technology
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Taiwan
Taiwan Semiconductor Co., Ltd. designs, manufactures, and distributes rectifiers, thermal bar code printers, and color photo printers.
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bearish
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Kokusai Electric
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03 Oct 2023 09:52
Kokusai Electric Pre-IPO - Peer Comparison
KKR is looking to raise around US$750m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note we undertake a peer...
Sumeet Singh
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474 Views
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bearish
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Kokusai Electric
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26 Sep 2023 09:51
Kokusai Electric Pre-IPO - The Negatives - Can't Avoid the Cycles
KKR is looking to raise around US$750m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note we talk about the not...
Sumeet Singh
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554 Views
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bullish
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Kokusai Electric
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25 Sep 2023 12:45
Kokusai Electric Pre-IPO - The Positives - Well Established with High Market Share
KKR is looking to raise around US$750m via selling a stake in Kokusai Electric (6525 JP) (KE) in its Japan IPO. In this note we talk about the...
Sumeet Singh
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623 Views
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bullish
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ASICLAND
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19 Sep 2023 14:24
Asicland IPO Preview: The Only Value Chain Alliance (VCA) Company of TSMC in Korea
Asicland is one of eight companies in the world and the only TSMC VCA (Value Chain Alliance) company in Korea. The IPO price range of Asicland is...
Douglas Kim
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674 Views
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bearish
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ARM Holdings
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05 Sep 2023 13:25
ARM Holdings Pre-IPO - Thoughts on Valuations
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings' US IPO. In this note, we talk about valuations.
Sumeet Singh
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425 Views
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